Add client contacts from email introductions
When a client introduces a new stakeholder, capture their name and email in Clientary with the relationship context from the message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Why this helps
New stakeholders can remain buried in email, leaving your team without the right contact details in the client record.
- Keep client stakeholder details in the right account.
- Reduce repeated searches through old introductions.
- Make it easier to find the right person for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to add a contact when an email introduces a new person and clearly identifies the existing client account.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real introduction email.
Questions about this workflow
Does the client account need to be identified?
Yes. The instruction should give Notis a reliable way to identify the existing client account from the email context.
What contact details are required?
Clientary requires a contact name and email. Ask Notis to skip contact creation or report missing information when either is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clientary. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Agent mail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.